Apple Hospitality REIT Ownership | Who Owns Apple Hospitality REIT?


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Apple Hospitality REIT Ownership Summary


Apple Hospitality REIT is owned by 85.43% institutional investors, 6.71% insiders, and 7.87% retail investors. Blackrock is the largest institutional shareholder, holding 16.79% of APLE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.96% of its assets in Apple Hospitality REIT shares.

APLE Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockApple Hospitality REIT85.43%6.71%7.87%
SectorReal Estate Stocks 66.62%8.14%25.24%
IndustryHotel & Motel REIT Stocks 81.81%4.18%14.02%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock40.69M16.79%$591.63M
Vanguard group36.22M14.94%$526.70M
State street13.07M5.39%$191.07M
T. rowe price investment management8.91M3.68%$129.61M
Fuller & thaler asset management7.30M3.01%$106.21M
Price t rowe associates inc /md/6.97M2.87%$101.28M
Victory capital management6.02M2.48%$87.52M
Geode capital management5.70M2.35%$82.88M
Jpmorgan chase5.22M2.16%$75.97M
Macquarie group4.69M1.93%$68.19M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Masterton capital management, lp232.32K2.41%$3.38M
Myda advisors400.00K1.26%$5.82M
Cutler capital management221.47K1.26%$3.22M
Systematic portfolios10.38K1.05%$150.93K
Systematic financial management lp1.89M0.84%$27.52M
Inlet private wealth196.57K0.78%$2.86M
Sound income strategies712.61K0.65%$10.36M
Aurora investment counsel75.80K0.65%$1.10M
Prevail innovative wealth advisors98.84K0.51%$1.44M
Fuller & thaler asset management7.30M0.45%$106.21M

Top Buyers

HolderShares% AssetsChange
Blackrock40.69M0.01%1.98M
Goldman sachs group3.41M0.01%1.18M
Norges bank1.05M0.00%1.05M
Victory capital management6.02M0.09%881.22K
Alyeska investment group1.34M0.11%810.48K

Top Sellers

HolderShares% AssetsChange
Principal financial group1.28M0.01%-6.02M
Resolution capital---2.09M
Edgestream partners---638.63K
Gillson capital lp---529.04K
Eagle asset management---450.70K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.05M0.00%1.05M$15.34M
Adage capital partners gp500.00K0.01%500.00K$7.27M
Segall bryant & hamill368.07K0.09%368.07K$5.35M
D. e. shaw284.48K0.00%284.48K$4.14M
Masterton capital management, lp232.32K2.41%232.32K$3.38M

Sold Out

HolderChange
Concourse financial group securities-9.00
Nelson, van denburg & campbell wealth management group-9.00
Advisornet financial-12.00
Abound wealth management-14.00
Assetmark-26.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024315-1.56%205,452,483-1.43%851.15%143-23.94%12031.87%
Jun 30, 20243132.62%208,128,9661.51%851.20%18730.77%88-19.27%
Mar 31, 2024305-2.87%205,033,895-4.02%840.97%143-7.14%109-6.03%
Dec 31, 202331410.18%213,616,1054.41%931.17%154-2.53%11634.88%
Sep 30, 20232853.64%204,589,8519.76%891.35%15812.86%86-6.52%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF14.29M5.96%12.94K
Vanguard Real Estate Index Investor9.07M3.78%-21.59K
Vanguard Total Stock Mkt Idx Inv6.88M2.87%-24.50K
FullerThaler Behavioral Small-Cap Equity6.78M2.82%-
FullerThaler Behavioral Sm-Cp Eq R66.78M2.82%-
iShares Russell 2000 ETF6.06M2.53%-13.62K
Vanguard Small Cap Index5.43M2.26%10.65K
Victory Small Cap Value CIT (Net 75)4.96M2.06%460.00K
Victory Sycamore Small Company Opp R4.96M2.06%460.00K
Vanguard Small Cap Value Index Inv3.67M1.53%-1.27K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 21, 2024Hugh Redd-Buy$14.10K
Aug 08, 2024KNIGHT GLADE M Executive ChairmanBuy$70.22K
May 21, 2024KNIGHT GLADE M Executive ChairmanBuy$73.90K
May 17, 2024Bunting Glenn W Jr-Buy$8.00K
May 16, 2024Hugh Redd-Buy$14.73K

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q32-
2024 Q23-
2024 Q11-
2023 Q41-

APLE Ownership FAQ


Who Owns Apple Hospitality REIT?

Apple Hospitality REIT shareholders are primarily institutional investors at 85.43%, followed by 6.71% insiders and 7.86% retail investors. The average institutional ownership in Apple Hospitality REIT's industry, Hotel & Motel REIT Stocks , is 81.81%, which Apple Hospitality REIT exceeds.

Who owns the most shares of Apple Hospitality REIT?

Apple Hospitality REIT’s largest shareholders are Blackrock (40.69M shares, 16.79%), Vanguard group (36.22M shares, 14.94%), and State street (13.07M shares, 5.39%). Together, they hold 37.12% of Apple Hospitality REIT’s total shares outstanding.

Does Blackrock own Apple Hospitality REIT?

Yes, BlackRock owns 16.79% of Apple Hospitality REIT, totaling 40.69M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 591.63M$. In the last quarter, BlackRock increased its holdings by 1.98M shares, a 5.13% change.

Who is Apple Hospitality REIT’s biggest shareholder by percentage of total assets invested?

Masterton capital management, lp is Apple Hospitality REIT’s biggest shareholder by percentage of total assets invested, with 2.41% of its assets in 232.32K Apple Hospitality REIT shares, valued at 3.38M$.

Who is the top mutual fund holder of Apple Hospitality REIT shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Apple Hospitality REIT shares, with 5.96% of its total shares outstanding invested in 14.29M Apple Hospitality REIT shares.

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